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Add PDF attachments to the document

You can attach PDF files to the template. Those files will be merged with the document, to...

Arrange the Composition Order

The Composition Order tab is used to compose more than one Body Content parts in the templ...

Allow end-users to edit the content

Update from the release 2018/01: For those templates created after the 2018/01 release, b...

Save the final document to Salesforce

Edit the Save Options to define how the outcome document will be saved in Salesforce. In t...

Customize Email Options

When Email Feature is enabled, end-users to send the final document as email attachment in...

Using Salesforce Translation Workbench

A template can produce documents in various language versions. You can create an universal...

How to Enable Spell Check for Editable Areas

Dynamo editor uses browser's spell check. Therefore, if the users want to have spell check wh...